Dan McCarthy Email & Phone Number

Managing Partner @ Apollon Wealth Management, LLC

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Dan McCarthy Location

Braintree, MA, US

Dan McCarthy Work

2024 - now Managing Partner @ Apollon Wealth Management, LLC
2002 - 2024 Founder and President @ The Quincy Group, Inc.
1997 - 2002 Regional Director-Financial Services @ Gilman & Ciocia

1992 - 1997 Financial Planner @ Financial Services Company
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Dan McCarthy Education

Lesley College
Master of Science (MS) (Business Administration and Management, General)
1989 - 1991
University of Massachusetts Dartmouth
Bachelor of Science (BS) (Electrical and Electronics Engineering)
1977 - 1982
College for Financial Planning
(Accredited Wealth Management Advisor)
2012

College for Financial Planning
(CFP Professional Education Program)
1997

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Dan McCarthy Summary

Dan McCarthy, based in Braintree, MA, US, is currently a Managing Partner at Apollon Wealth Management, LLC. Dan McCarthy brings experience from previous roles at The Quincy Group Inc, Gilman & Ciocia and Ameriprise Financial Services, Inc.. Dan McCarthy holds a 1989 - 1991 Master of Science (MS) in Business Administration and Management, General @ Lesley College.

Dan McCarthy Phone Numbers

Found 3 phone numbers

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Top Apollon Wealth Management, LLC Employees

Damian Basso

Chief Financial Officer at Apollon Wealth Management, LLC

New York, NY, US
1
- gmail.com
3
- 646495XXXX
- 201693XXXX
- 646710XXXX
Ryan Wibberley

Managing Director at Apollon Wealth Management, LLC

Rockville, MD, US
2
- gmail.com
- apollonwealth.com
5+
- 301816XXXX
- 301519XXXX
- 202497XXXX
- 301812XXXX
- 302616XXXX
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Kevin Caputo

Managing Director, Wealth Management Advisor at Apollon Wealth Management, LLC

Austin, TX, US
2
- hotmail.com
- apollonwealth.com
2
- 818852XXXX
- 818802XXXX
Owen Malcolm

Managing Director at Apollon Wealth Management, LLC

Peachtree Corners, GA, US
5
- 770448XXXX
- 770655XXXX
- 949999XXXX
- 770441XXXX
- 813855XXXX
Mike Herman

Chief Compliance Officer at Apollon Wealth Management, LLC

Costa Mesa, CA, US
2
- yahoo.com
- apollonwealth.com
5+
- 850482XXXX
- 561347XXXX
- 949999XXXX
- 714315XXXX
- 310207XXXX
- 561271XXXX
Kortney Holtzhower

Senior Vice President Finance at Apollon Wealth Management, LLC

Charleston, SC, US
1
- apollonwealth.com
2
- 704377XXXX
- 812360XXXX
Michael Dolberg

Founding Partner and CEO at Apollon Wealth Management, LLC

South Carolina, United States
3
- gmail.com
- yahoo.com
- apollonwealth.com
5
- 843601XXXX
- 414271XXXX
- 843579XXXX
- 843367XXXX
- 843277XXXX
Barbara Hull

Director of HR at Apollon Wealth Management, LLC

Charleston, SC, US
2
- gmail.com
- apollonwealth.com
3
- 415425XXXX
- 843743XXXX
- 843628XXXX
Teresa Matthews-Fletcher

Director of Operations at Apollon Wealth Management, LLC

Dallas, TX, US
2
- gmail.com
- yahoo.com
5+
- 214854XXXX
- 214766XXXX
- 469509XXXX
- 972563XXXX
- 830379XXXX
- 214738XXXX
Dave Smith

Vice President of Compliance at Apollon Wealth Management, LLC

Palm Desert, CA, US
2
- 760671XXXX
- 760219XXXX
David Haggard

Wealth Management Advisor at Apollon Wealth Management, LLC

Atlanta, GA, US
2
- yahoo.com
- gmail.com
1
- 678227XXXX

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